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Partner Contact Role

partner_contact_role folder_open OCA/partner-contact open_in_new
Uncategorised License: AGPL-3

This module extends the functionality of partners to add roles. Each partner can have a job position / function but can be assigned to several roles / responsibilities for his/her duty.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a Roles field to contacts so you can tag each person with one or more responsibilities, and adds a Partner Roles screen to manage the list of available roles.

This module lets you record the different responsibilities a contact has, on top of the usual job position. On the contact form, right after the Job Position field, a new Roles field appears where you can pick several roles at once as tags. The field is hidden for companies, so it is only shown for individual contacts.

A new configuration screen called Partner Roles is added under the Contacts configuration menu. There you can create, rename, archive or delete the roles you want to use. Each role has a name and an Active flag; unchecking Active hides a role you no longer use without deleting it.

Access is controlled: partner managers can create, edit and delete roles, while regular users, portal users and public users can only read them. The module extends the res.partner model with the role_ids field and introduces the new res.partner.role model that stores the role list.

Depends on

contacts
Models and fields (2)
  • res.partner · extends an existing modelrole_ids (Roles)
  • res.partner.role · new modelname, active

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 19.0

To configure roles, you need to:

  • Go to Sales \> Configuration \> Address Book \> Partner Roles.

To use this module, you need to:

  • Go to any partner's form.
  • Use the new Roles field.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.